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Advanced Research Investment Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Advanced Research Investment Solutions’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-952
Closed -$35K – 191
2022
Q1 		$35K Buy
+952
New +$33K 0.01% 87

Other funds holding XLU

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advanced Research Investment Solutions's XLU Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 952 shares — an estimated $35K sold.

Advanced Research Investment Solutions first reported a position in XLU in Q1 2022 and held it in 1 quarter. The position peaked at $35K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 952 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $35K.
  • Advanced Research Investment Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $35K in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.